Outlook Wealth Advisors’s iShares Asia 50 ETF AIA Stock Holding History

Outlook Wealth Advisors’s Portfolio AIA Stock Details AIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,057	Closed	-$301K	–	201
2023 Q2	$301K	Sell	5,057 -73,602	-94%	-$4.39M	0.11%	161
2023 Q1	$4.87M	Buy	+78,659	New	+$4.86M	2.16%	9

Other funds holding AIA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Outlook Wealth Advisors's AIA Position: Q3 2023 in Review

Outlook Wealth Advisors sold out of iShares Asia 50 ETF (AIA) in Q3 2023, closing a stake of 5,057 shares — an estimated $301K sold.

Outlook Wealth Advisors first reported a position in AIA in Q1 2023 and held it in 2 quarters. The position peaked at $4.87M in Q1 2023. 76 funds tracked by Wall St. Rank hold AIA as of Q3 2023.

Outlook Wealth Advisors reported no remaining iShares Asia 50 ETF position as of Q3 2023 after selling out during the quarter.
Outlook Wealth Advisors sold 5,057 iShares Asia 50 ETF shares in Q3 2023, an estimated $301K.
Outlook Wealth Advisors first reported a position in iShares Asia 50 ETF in Q1 2023 and held it in 2 quarters.
Outlook Wealth Advisors's iShares Asia 50 ETF position peaked at $4.87M in Q1 2023.
76 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q3 2023.

Based on Outlook Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.